AE Wealth Management LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1697723
TOPEKA, KS
Position in ACIO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$36,127
-$9,483 QoQ
Shares Held
783
-28.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 79 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,127 | 783 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $45,610 | 1,087 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,458 | 1,086 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,246 | 305 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,627 | 305 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,511 | 220 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $44,384 | 1,103 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||